Why is my Fidelity crypto account not syncing?

Fidelity crypto accounts are held in a separate Fidelity system from their standard brokerage accounts, and our connection partners can't reach it - so they don't sync automatically.

To get the holdings in, two options:

Upload a statement or screenshot. Open Net Worth → "Add an asset" → Securities and drop in a PDF, screenshot, Excel, or CSV from Fidelity. PortfolioPilot extracts the crypto positions.
Enter them manually. Same path, then choose "Enter or copy/paste securities" and add each crypto by ticker (e.g. BTC-USD, ETH-USD). PortfolioPilot tracks price movements automatically for recognized crypto tickers.

You'll update quantities yourself after you trade. If Fidelity Crypto sync becomes available, we'll add it automatically.

Last updated on

June 4, 2026

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1. As of May 26, 2026
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2. As of May 26, 2026
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